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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,493 | $49,249+6.6% | $70,476-25.5% | $79,852-34.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.42% | 30.09%-16.7pp | 109.12%-95.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2,908 | $2,100+38.5% | $2,738+6.2% | $2,471+17.7% |
| Participant deferral / active EE | $3,295 | $2,769+19.0% | $3,710-11.2% | $3,740-11.9% |
| Admin fee / account holder | $2,431 | $2,878-15.5% | $3,847-36.8% | $5,306-54.2% |